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Atmos Energy

671 hedge funds and large institutions have $15.8B invested in Atmos Energy in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 255 increasing their positions, 226 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $1.81M

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

13% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.06B)

2.51% more ownership

Funds ownership: 91.42%93.94% (+2.5%)

2% more funds holding

Funds holding: 661671 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
671
Holders Change
+10
Holders Change %
+1.51%
% of All Funds
10.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
255
Reduced
226
Closed
56
Calls
$14.5M
Puts
$1.81M
Net Calls
+$12.7M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$845K +$841K +7,263 New
PAG
327
Private Advisor Group
New Jersey
$842K +$44.6K +385 +6%
TW
328
TrinityPoint Wealth
Connecticut
$817K +$13.5K +117 +2%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$814K +$57.9K +500 +8%
Cerity Partners
330
Cerity Partners
New York
$807K -$72.6K -627 -8%
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$806K -$231K -1,993 -22%
MNBTD
332
Moody National Bank Trust Division
Texas
$805K
ATPW
333
Ashton Thomas Private Wealth
Arizona
$793K +$540K +4,662 +216%
VEA
334
Virtus ETF Advisers
New York
$777K -$132K -1,138 -15%
IAA
335
Independent Advisor Alliance
North Carolina
$775K -$44.2K -382 -5%
WTC
336
WhitTier Trust Company
Nevada
$769K -$36.6K -316 -5%
KAS
337
Kestra Advisory Services
Texas
$762K +$184K +1,592 +32%
CB
338
Commerce Bank
Missouri
$761K +$35.3K +305 +5%
GCM
339
Graham Capital Management
Connecticut
$761K +$757K +6,538 New
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$747K +$1.74K +15 +0.2%
BST
341
Bath Savings Trust
Maine
$738K +$16.8K +145 +2%
FDS
342
First Dallas Securities
Texas
$737K -$11.1K -96 -1%
MLICM
343
Metropolitan Life Insurance Company (MetLife)
New York
$732K -$12.4K -107 -2%
FNA
344
First National Advisers
Nebraska
$719K -$240K -2,072 -25%
AWM
345
Avior Wealth Management
Nebraska
$712K
PFPT
346
Pinnacle Financial Partners (Tennessee)
Tennessee
$709K +$11.6K +100 +2%
II
347
Inspire Investing
Idaho
$708K -$15.2K -131 -2%
BRWA
348
B. Riley Wealth Advisors
Florida
$708K +$704K +6,085 New
PA
349
Profund Advisors
Maryland
$705K -$56.8K -491 -7%
MUAMU
350
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$698K -$116K -1,000 -14%

ATO Hedge Fund Activity: Q2 2023 in Review

671 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2023, worth a combined $15.8B — up 7.2% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ATO positions and 56 closed out — a net gain of 15 holders — while 255 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $503M. The largest seller was Zimmer Partners, exiting entirely with an estimated $105M sold.

  • 671 institutional investors held Atmos Energy (ATO) as of Q2 2023, up from 661 in Q1 2023.
  • Funds reported $15.8B of Atmos Energy stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 71 funds opened new Atmos Energy positions in Q2 2023 and 56 closed out, a net change of +15 holders.
  • The largest Atmos Energy buyer in Q2 2023 was BlackRock, an estimated $503M added.
  • The largest Atmos Energy seller in Q2 2023 was Zimmer Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.